RIA Intel›Advisers›New York›COVEPOINT CAPITAL ADVISORS LLC

COVEPOINT CAPITAL ADVISORS LLC

Advisory

N·NEW YORK, NY

Data as of Jun 27, 2013 · Source: SEC Form ADV

Total AUM
$242M
1-Year AUM Growth
-52.3%
3-Year CAGR
0.0%
Employees
4
Assets Under Management
Total AUM$242M
Discretionary AUM$242M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)—
Filing History
Total Filings on Record4
First FilingFeb 15, 2012
Latest FilingJun 27, 2013
🔒 Full AUM trend chart and 4 historical filings spanning 1+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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